08 Sep
|
Richardson Wealth
|
Toronto
08 Sep
Richardson Wealth
Toronto
We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advisor team. Manage relationships and investment management for a group of clients Work with other advisors on the team in managing client affairs, including investment management, wealth planning and insurance coverage Assist in development and implementation of processes and best practices for investment implementation and maintenance, client reporting, and business analytics MS Office Suite, robust Excel, data management tools ~ Investment and Wealth Planning designations (CIM, CFP, etc.) We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
📌 Associate Investment Advisor (Licensed) (Toronto)
🏢 Richardson Wealth
📍 Toronto